12 ways to increase the quantity and quality of enquiries your financial planning ... ·...
TRANSCRIPT
12 Ways to Increase the Quantity and Quality of Enquiries Your Financial Planning Business Receives
Co-founder & Managing Director [email protected]
David Lawrence Head of Strategy & Production
Josh Khoddami
1. We’re a specialist lead generation digital agency 2. Assuming a varied level of digital experience and needs 3. Q&A at the end and stay for a chat 4. Slide deck 5. 3 Sections:
a. Major trends of 2015 b. Drive c. Convert
6. We have a lot to cover…
Introduction
Section 1: Big Trends of 2015
#1 Be Smart
“Tactics without strategy is the noise before defeat.”
Sun Tzu
Exploit Uncontested Marketing Spaces
#2 Marketing Software
“By 2017 the Chief Marketing Officer will
spend more on IT than the Chief Information Officer”
- Gartner 2012
chiefmartec.com
Marketing Technology Landscape
Marketing Automation Software
Automate: Trigger Events or Activities
Track Add to List Make a Call
Show New Content
And More… Score
Invite to Seminar
Send Email
CRM Integration is Key
#3 Embrace Mobile
Mobile Dominates Media Consumer Survey 2015
Australian media and digital preferences – 4th edition
And it Keeps Growing
“Smartphones are our most valued devices, ranked by 58% of survey participants in their top three.”
“Smartphone ownership has continued to grow among Boomers and Matures, and now more Matures own smartphones than standard ‘feature’ mobile phones”
Media Consumer Survey 2015
Australian media and digital preferences – 4th edition
Don’t be Desktop First.
Optimise for Local Search
#4 Know Your (Perfect) Client
Who are the best people to attract and influence?
Create Buyer Personas For Your Business
Goals
Motivations
Objections
Challenges
Job Age
Location
Gender
Section 2: Drive
#5 Pay Per Click Advertising (PPC)
PPC Campaigns: Take Care!
Squeeze Pages: Better ROI
Targeted PPC
Social Media Advertising
Social Media Advertising
“55% of respondents say they are able to learn more about a company, brand, product or service through their use of social media than via their website.“
Media Consumer Survey 2015
Australian media and digital preferences – 4th edition
#6 Search Engine Optimisation (SEO)
Enquiry Focused SEO
#7 Remarketing
Basic Remarketing / Retargeting
Advanced Remarketing / Retargeting
Source: AdRoll
Source: Marin Software
Source: AdRoll
Cross Device Remarketing
Section 3: Convert
#8 Improve Your Conversion Rate
User Experience (UX) is key…
Form Optimisation
Contact Page Optimisation
Effective Calls to Action
#9 Use Video
Video Boosts Conversions
#10 Make the First Contact Easy
Remove Risk and Confusion
#11 Social Proof and Trust Building
Social Proof
Picture of lemmings
Source: Moz.com
Social Proof is Powerful
There are Lots of Ways to Build Trust
#12 Be Personable
Be Personable
One last thing: Attribution Modelling
Change Your Attribution Model
Co-founder and Managing Director [email protected]
David Lawrence Head of Strategy & Production
Josh Khoddami
Thank You Ph: 1800 981 442 www.thewebshowroom.com.au